Michael Chicklo signed Integrity Home Mortgage's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integrity Home Mortgage's EIN is 55-0873456.
Download the official 2024 Form 5500 (PDF) for Integrity Home Mortgage from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integrity Home Mortgage's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | CONTRACT ADMINISTRATOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUTTONWOOD WEALTH, LLC | 83-0889263 | — | INVESTMENT ADVISORY | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.7M | 85.4% | |
| [Assets held in participant loans] | Other | — | — | $215K | 2.4% | |
| UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| UTC WPS TARGET RISK- CONSV II AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| UTC WPS TARGET RISK- MOD II AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMINISTRATOR | $8K | — |
